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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2022-11-22 |
Branch Locations
3605 Lorna Ridge Drive Ste 207, Hoover, AL 35216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Hoover | AL | 02/2021 | Present |
| Primerica Financial Services | Hoover | AL | 10/2020 | Present |
| Hoover City Schools | Hoover | AL | 04/2012 | Present |
| Sun Real Estate, Inc. | Millbrook | AL | 03/2017 | Present |
| Cmj Financial | Hoover | AL | 01/2023 | Present |
| Pelham City Schools | Pelham | AL | 10/2023 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 01/19/2023 these sales activities will be conducted under the D/B/A name of CMJ Financial. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. The business is not investment related. I am a real estate agent with Sun Real Estate, Inc. Address is as follows: 233D Deatsville Hwy Millbrook, AL 36054 The nature of the other business is real estate. I am sales associate. I started in February of 2016. I typically work ~10 hours/week. I typically work at nights and on weekends but I accommodate customer's/client's work schedule. My duties as a real estate agent/sales associate include conducting home searches, setting up appointments, showing properties, preparing & reviewing offers, & attending closings. Sun Real Estate Inc, Non-Investment Related, Millbrook, AL, Self-Employed Realtor, 3/17 to Present, 30 hours per month (0 hours per month during securities trading hours). Sun Real Estate Inc, Non-Investment Related, Birmingham, AL 35244, Associate Broker (1099), 01/2026 to Present, 60 hours committed per month (6 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-02 |
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